COMP <GO>
BCAT vs HASI // OPERATING MARGIN
BlackRock Capital Allocation Term Trust of (NYSE) VS. HA Sustainable Infrastructure Capital Inc. (NYSE) • 15-METRIC TALLY: BCAT 0
— HASI 3
■ METRIC PARITY
LAST: $13.79 (-0.14%) • MKT CAP: $1.49B
operating-margins
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LAST: $37.22 (-0.80%) • MKT CAP: $4.82B
operating-margins
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BCAT VS. HASI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BCAT | HASI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | 6.90% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 3.47% | — | TIE | /fcf-yield <GO> |
| Operating Margin ACTIVE | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 46.10% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 4.40% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 4.35% | -4.35 | HASI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | — | 4/9 | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.0 | 54.2 | -1.18 | HASI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 24.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.49B | $4.82B | -$3.33B | HASI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BCAT REV | HASI REV | BCAT GROSS % | HASI GROSS % | BCAT FCF | HASI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $400.5M | — | — | — | $167.3M |
| FY 2024 | — | $383.6M | — | — | — | $5.9M |
| FY 2023 | — | $319.9M | — | — | — | $99.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BCAT // BETA —
HASI // BETA —